RIA Expertise

We've cultivated a client base that encompasses a broad array of registered investment advisor touch points and have delivered an equally extensive array of custom solutions.

We have clients operating in a variety of ways in the in the RIA community including:

• Global asset management firms
• Specialized product groups at brokerage companies
• Leading custody providers
• Family office service providers
• Financial advisory firms with assets from $100 million to $1 billion +

Examples of custom solutions we’ve delivered for these clients include:

• Establishing marketing and distribution strategies for complex products
• Supporting the development and launch of various technology and wealth management offerings
• Developing comprehensive selling systems that support relationship manager efforts to introduce RIA clients to investment and trading solutions
• Creating custom practice management programs in the areas of business planning, marketing and communications, brand development, referrals, and client loyalty
• Developing actionable custom growth plans for wealth managers

Learn more about Excella’s impact on real-world clients.